Essity AB (ETTYF) is a leading global hygiene and health company, operating in the tissue, personal care, and incontinence markets. The company has a strong portfolio of brands including TENA, Tork, and Libero, and benefits from stable demand driven by demographic trends and increasing hygiene awareness. After a period of cost inflation and supply chain disruptions, Essity is now seeing margin recovery through pricing actions and efficiency programs. The company’s focus on innovation and sustainability positions it well for long-term growth, while its emerging market exposure provides additional upside. With a solid balance sheet and a commitment to shareholder returns, Essity represents a high-quality consumer compounder with a clear path to re-rating.
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